Diversify Advisory Services, LLC

Q4 2025 13F-HR Holdings

Location
Sandy, UT
Holdings as of
12/31/2025
Date filed
1/23/2026
Form type
13F-HR
Num holdings
913
Total value ($000)
$3,159,093
Net value change ($000)
+180,068 (6.0%)
New positions
105
Sold out positions
66
Turnover %
3.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPY 31,949 18.0%
SRLN 30,377 5105.4%
XLF 29,594 1058.1%
IBIT 18,234 2334.7%
LQD 12,326 1290.7%
GLD 10,881 15.0%
IWM 10,266 57.5%
AGG 9,734 217.7%
SPYM 6,681 45.3%
VMBS 6,083 38.3%
Top Reduces (Value $000, Stocks/ETFs)
FBTC -20,954 -96.6%
XLY -15,182 -74.9%
XHB -14,719 -100.0%
MSFT -12,919 -20.6%
NVDA -12,887 -5.8%
META -11,826 -21.9%
SNOW -6,672 -27.1%
PLTR -6,652 -20.3%
KD -6,194 -93.5%
SMCI -5,698 -37.2%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 218 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type